power bi the basics

1. Nov 2014
Sydney Business Intelligence User Group
[DW]
Power BI – Beyond
the Basics
Iman Eftekhari

2. Nov 2014
Sydney Business Intelligence User Group
Primary Sponsor
www.varigence.com.au
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3. Nov 2014
Sydney Business Intelligence User Group
Sponsor(s)
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4. Nov 2014
Sydney Business Intelligence User Group
Sponsor(s)
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5. Nov 2014
Sydney Business Intelligence User Group
Abstract
Power BI is a Microsoft's new self-service BI platform for both on-premise
and cloud-based data. It enables business Power Users to make the most of
their data by using the new data discovery, analysis and visualisation
features in Excel and Office 365, in an easy to use environment that they
are already familiar with.
In this session we will go through the main features and capabilities of
Power BI using an end-to-end scenario. We will also discuss best practices
and tips along the way that will enable you to get the best out of this new
Microsoft technology.

6. Sydney Business Intelligence User Group
Power BI – Beyond the Basics
Iman Eftekhari
Agile BI

7. Iman Eftekhari
• BI Consultant and Agile Coach
• MCSE (BI), MCITP (BI), CSP, …
• Co-founder of Agile BI consulting
• Co-organiser of the SYBIS (Sydney BI Social) Group
• Worked on DW/BI projects with more than 20 clients
including banks, health, and the public sector in VIC,
NSW and QLD
Email iman.eftekhari@agilebi.com.au
Blog http://iman77.blogspot.com.au
Twitter @PowerBIAU
LinkedIn http://www.linkedin.com/in/ieftekhari
Website www.agilebi.com.au

8. Power BI
overview
Demo-2
Case Study
Demo-1
End to end
Where does it fit?
Data Management
Gateway
Power BI vs.
Competitors
Power BI
Licensing
3rd Party Tools
Power BI vs.
SharePoint

9. The world of data is changing

11. A powerful new way to work with data
Self-service business intelligence and analytics with Excel and the power of the cloud

12. Discover
Analyze
Visualize
Explore
Analyzing data with Excel

13. Analyzing data with Excel
Discover
Analyze
Visualize
Explore

14. Analyzing data with Excel
Discover
Analyze
Visualize
Explore

15. Analyzing data with Excel
Discover
Analyze
Visualize
Explore

16. A powerful new way to work with data
Self-service business intelligence with familiar Excel and the power of the cloud

17. Shared Queries
Data Refresh
Data Search
Mobile Access
BI Sites
Natural Language
Questions
Share & collaborate with Power BI for Office 365

18. Shared Queries
Data Refresh
Data Search
Mobile Access
BI Sites
Natural Language
Questions
Share & collaborate with Power BI for Office 365

19. Power BI
for Office 365
Data Management Gateway
Installed on-premises
Workbook
Cloud
On Premise
Share & collaborate with Power BI for Office 365
Shared Queries
Data Refresh
Data Search
Mobile Access
BI Sites
Natural Language
Questions

20. Share & collaborate with Power BI for Office 365
Shared Queries
Data Refresh
Data Search
Mobile Access
BI Sites
Natural Language
Questions
Search for:
• Public Data
• Corporate Data
• Shared Queries

21. Share & collaborate with Power BI for Office 365
Shared Queries
Data Refresh
Data Search
Mobile Access
BI Sites
Natural Language
Questions

22. Share & collaborate with Power BI for Office 365
Shared Queries
Data Refresh
Data Search
Mobile Access
BI Sites
Natural Language
Questions

23. A powerful new way to work with data
Analyze
Visualize
Discover
Search, access, and transform
public and internal data sources
with Power Query
Easy data modeling and
lightning fast in-memory
analytics with Power Pivot
Bold new interactive data
visualizations with Power View
and Power Map
Share
Question
Q&A
Mobility
Share data views and
workbooks refreshable from on-
premises and cloud based data
sources, with Power BI Sites
Ask questions and get
immediate answers with natural
language query
Mobile access through HTML5
and touch optimized apps

24. Forrester - Microsoft as a Leader in Agile Business Intelligence

28. Power BI – Conceptual Architecture
O365 Power BI
Corporate
Data Sources
IT Admin
Data Management
Gateway
Corporate
Data Catalog
Power BI
Admin Center
Data Management
Portal
SPO team sites,
BI Sites, Q&A
Cloud Data
Sources
Public
Data Catalog
Data Steward IW
(Author)
IW
(Consumer)
Manage Data
Publish raw
data
sources or
expose
them as
OData
feeds
Publish queries
Data Refresh
Data Refresh
Power Query
Power Pivot
Power View
Power Map
Publish reports &
create featured
questions,
configure
scheduled refresh
Import data,
Publish queries
Excel,
Tablet/Mobile
,
Browser –
Silverlight,
HTML5
Consume interactive
reports, ask
questions
Configure
Import Data
Import Data
Import Data
Import Data
Public Cloud
Data Sources
Index

29. IT Infrastructure Services for Power BI
• Govern usage, secure access and grant authority
• Provides a single pane of glass to manage and monitor all
services and servers
• Enabling IT to expose and protect data sources and complex
feeds
• Respond to incidents - service KPIs, SLA metrics, audit logs

30. Role of the IT Admin in Power BI
• Enabler of Self Service BI
• Varying levels of control across data sources, departments
• Oversight and monitoring of cloud data access
• Ability to make corporate data sources easier to discover, and
easier to access

31. Power BI Admin Center
• Access via link in O365 admin portal
• Configure Power BI roles
• Install and monitor the Data Management Gateways for your
organization
• Configure access to cloud enabled data sources
• Expose OData feeds to corporate data sources

32. Where does this fit?
Personal BI Team BI
Organisational
BI

33. Where does this fit?
Personal BI Team BI
Organisational
BI
• Data exploration tool
• Consumes data from your enterprise DW for
personal/team reporting requirements
• Combine internal data with external data sources
• Self-service ETL, data modelling and data
visualisation
Scenario 1

34. Where does this fit?
Personal BI Team BI
Organisational
BI
• Share datasets with the team
• Share reports/files
• Add governance and control around your
data/reports
Scenario 2

35. Where does this fit?
Personal BI Team BI
Organisational
BI
• Use powerful features with minimum end-user
training
• Utilise Power BI site to share and manage datasets
and reports across the team/department or
organisation.
• Data Management Gateway, Scheduled Refresh
Scenario 3

36. Where does this fit?
Personal BI Team BI
Organisational
BI
• Give end-user a more powerful tool that requires
minimum training
• Add governance and control around your
data/reports
• Seamless transition of BI applications from Personal
BI to Team BI to Organisational BI

37. Power BI vs. Competitors

38. Power BI vs. the other competitors
Feature Power BI Tableau Qlikview
Data Visualisation Power View is not as rich as
competitors in dashboards
and visual analytics. However,
competitors do not have an
equivalent tool to Power Map
Very strong visual analytics and
dashboards
Similar level to tableau but not
as easy to create dashboards but
are regarded as better quality
than tableau, may require
scripting
Data Modelling Strong data modelling and
analytics/ easier to use than
competitors
Basic data modelling tools Does have a data modelling tool
but may require an IT specialist
and is known for taking time to
perfect data model
Combining data Ease of access to
public/corporate data sources
including tables from the
web, merge and append
Large list of data source support
and feeds
Ease of connection to
proprietary data sources may
struggle with others
ETL Power Query is easy to use
powerful ETL tool, Q&A
unique to Power BI
Does not have an ETL tool, ETL
needs to be done in a database
or via Excel
Does have an ETL tool but may
not be included in standard
package

39. Power BI and Tableau: Best Friends Forever!
http://www.powerpivotpro.com/2014/11/power-bi-and-tableau-best-friends-forever/

40. Power BI Licensing

41. Licensing
• Background: Telstra
• Open license. Easy to understand?
• Australia vs. US
• New Office 365 Plans

42. Office 365 Business plans Business
Business
Essentials
Business
Premium
Core
details
Price $8.25 $5 $12.5
Seat Cap 300 (for each plan)
Office
applications
Office desktop apps  
iPad, Windows RT & smartphone apps  
Office Online   
Standard
services
1TB cloud storage (OneDrive for Business)   
Email, calendar (Exchange)  
Online meetings, IM (Lync)  
Team sites, internal portals (SharePoint)  
Enterprise social (Yammer)  

43. Full plan lineup Business Enterprise
Business
Business
Essentials
Business
Premium
ProPlus E1 E3
Target
customer
Price $8.25 $5 $12.5 $12 $8 $20
Seat Cap 300 (for each plan) Unlimited
24/7 phone support from Microsoft Critical issues All issues
Office
Word, PowerPoint, Excel, Outlook, OneNote, Publisher   2 2
iPad, Windows RT & smartphone apps    
Office Online      
Access  
Standard
services
1TB cloud storage (OneDrive for Business)      
Email, calendar (Exchange)    
Online meetings, IM (Lync)    
Team sites, internal portals (SharePoint)    
Enterprise social (Yammer)    
Content discovery and search (Delve) 3    
Advanced
services
Active Directory integration      
Licensed for hybrid deployment   
Support for shared computer activation  
Video content management  
Compliance – Archiving, eDiscovery, mailbox hold 
Information protection – message encryption, RMS, DLP 

44. Licensing FAQ
Do I need any other products to use Power BI for Office 365?
Yes. Power BI for Office 365 requires SharePoint Online Plan 2. It also is
recommended but not required that Power BI for Office 365 customers have Office
365 Pro Plus or Office 2013 Professional Plus for additional Business Intelligence
capabilities, including Power View, Power Query, Power Pivot and Power Map
Preview.
SharePoint Online Plan 2 and Office 365 Pro Plus are both included in Office 365
Enterprise Plans E3 and E4 as well as Office 365 Education Plans A3 and A4.
SharePoint Online Plan 2A (Academic) also satisfies the SharePoint requirement.
SharePoint Online Plan 2 is also included in Power BI for Office 365 Standalone
offers but not in Power BI for Office 365 Add-on offers.

45. Licensing FAQ
Are Government and Academic pricing available for Power BI for Office 365?
Yes. Government and Academic pricing are offered through the MOSP/Direct, EA and
Open licensing programs. Government pricing is also available in Syndication, but
Academic pricing is not.

46. Licensing FAQ
Can Power BI for Office 365 be purchased as an add-on to Office 365 Small or
Medium Business plans?
No. Power BI for Office 365 requires SharePoint Online Plan 2 which is only available
in Office 365 Enterprise E3 and E4 or as a separate subscription.

47. Data Management Gateway

48. Data Management Gateway
Enabling Corporate
OData Feeds
Enabling Excel Workbook
Data Refresh using
SharePoint Online
Enabling
Discovery in
Power Query
capabilities
Power BI Admin Center
Data Management Gateway

49. Data Management Gateway - Conceptual
Power BI Admin Center
Allows IT to configure, manage
and monitor access to
corporate data sources.
Data Management Gateway
Connects to corporate data sources
and sends data to Microsoft cloud
services through a secure channel
(Service Bus).
Corporate Data Sources
The Gateway can connect to
a variety of data sources.
Secure Credential Store
All credentials used by the
gateway are stored on-
premises. Encrypted backup of
credentials can also be stored
in the cloud to enable business
continuity scenarios.

50. Extend with Hybrid Cloud Solutions

51. Extend with Hybrid Cloud Solutions

52. Extend with Hybrid Cloud Solutions

53. Current Limitations
Cloud: Windows Azure SQL Database, SQL Server (in Azure VM), OData
On-Prem: SQL Server (2005+), Oracle (10g, 11g, and 11gR2)
New: Power Query support
Cloud: Embedded in workbook, or read from SharePoint Secure Store
On-Prem: Configure through the Power BI Admin Center

54. Data Management Gateway - OData
Requires a primary key or unique index
Automatically registered in the Data Catalogue
Currently only used for discovery and authentication
Actual OData results are served from connection to Gateway
Org ID authentication, and redirection from cloud to on-premises

55. Gateway Configuration Details
Requires outgoing ports (9350-9354)
Falls back to 443/80 if the other ports aren’t open
No incoming ports from the internet (messages received via Service Bus)
Requires incoming port
default: 8050 (and 8051 if HTTP is used)
Recommended to use HTTPS with signed certificate

56. Data Sources
Users and groups configured through the portal
Static credentials used for refresh
More data sources coming soon
Expose SSIS data flow as SQL view

57. Corporate OData Feeds
58
Data Management
Gateway
Power Query
Power BI Cloud
Services

58. Data Refresh from Power BI Sites
Data Management
Gateway
Excel Workbook in
SharePoint Online
Gateway
Cloud Service
(2) Connects to Gateway
Cloud Service
(3) Checks whether
user is authorized to
perform a refresh
(4) Sends command
(SQL statement,
connection string) to
on-premise Gateway
(5) Sends SQL to
SQL Server
(6) Return Results
(7) Compress,
chunk and return
the data
(8) Returns data to
Excel Workbook

60. 3rd Party Tools

61. Saasabi for Power BI
• Delivers enhanced data security, data integrity, usability
and scalability
• Cloud-based MOLAP engine for the analytical processing
of data into multi-dimensional models
• Natively available via Windows Azure and offered as
software as a service (SaaS)
• Seamless integration with Power BI
www.saasabi.com 62

62. Saasabi for Power BI Features
Implement a full security model for Power BI with granular user
access control that is secure down to the database member
level.
Build a centralised data model to ensue the entire organisation
is working with a consistent and reliable data set for analysis.
Consolidate data models to an average of 1/10th their original
size, handle data sets that are tens or even hundreds of
gigabytes in size.
All of the data resides in the cloud and processing takes place
on cloud-based servers for high-performance queries.
Clean and tag incoming data to make it more usable for
everyone. Create “views” into the data ensuring users are guided
to the data that meets their needs.

63. Computer with Excel and Power BI
Data Sources
Number
crunching
Typical situation today

64. Computer with Excel and Power BI
Number crunching
With Saasabi for Power BI
Data Sources

65. Power BI vs. SharePoint

66. Scenarios & Features by BI product
Excel in Office 365
ProPlus/E3
SharePoint
Online P2
Power BI for Office 365
BI content creation
Power Query, Power Pivot,
Power View, & Power Map

BI sharing & viewing
Viewing (HTML5): <10MB 
Viewing (HTML5): <250MB 
BI Sites (organized report homepage) 
Query Sharing & Enterprise Data Search 
Data Management & Mobility
Data Stewardship & Scheduled Refresh 
Q&A (Natural Language Query) 
Power BI for Windows & iPad (Mobile BI) 

67. Power BI in Office 365 vs. SharePoint
Feature Power BI for Office 365 SharePoint On Premise (Power User) SharePoint On Premise (IT Pro)
In memory Yes Yes Yes
Data size 250MB Configurable up to SharePoint limit (2gb) Unlimited (or limited by RAM)
Data Refresh Yes, using Gateway Yes, Power Pivot Gallery Yes
Direct access to on premise data No Yes Yes
Refresh from Power Query Yes No No
Support for Power View in
PowerPoint
No Yes Yes
Render Power Map in browser No No No
Create Power View reports No Yes Yes
Render Power View Sheets in
browser
Yes Yes (SP 2013), No (SP 2010) Yes (SP 2013), No (SP 2010)
HTML5 support / Mobile Access Yes No No
Natural Language (Q&A) query Yes No No
Synonyms in Power Pivot model Yes No No
Windows Authentication (corporate
domain)
Yes (DirSync) Yes Yes

68. Power BI in Office 365 vs. SharePoint
Max Workbook Size
Power BI: the maximum workbook size currently is 250MB. Nearly all
of the data needs to be in the Power Pivot model because only 10MB is
permitted outside of the model.
SharePoint: the maximum workbook size is 2GB.

69. … if you are still awake, say YES!

70. Evolving Product
• Example: Custom Map

71. Power BI Portal
www.powerbi365.com.au

72. Getting Stated with Power BI for Office 365 preview
http://office.microsoft.com/en-us/excel/power-bi-download-
add-in-FX104087144.aspx
Power BI blog http://blogs.msdn.com/b/powerbi/
Introduction to Power BI Admin Center
Power BI Admin Center Help
Restore a Data Management Gateway
Monitor System Health using the System Health OData Feed
Publish SSIS Packages as OData Feed Sources
Supported Data Sources and Data Types
Resources

73. • Download the slides from here:
• http://www.agilebi.com.au/download
• Or scan this:
Need a copy of the slides?

74. Nov 2014
Sydney Business Intelligence User Group
Sponsors